I am the founder and portfolio manager at Alcuin Asset Management. My primary research focus is US-listed Chinese equities. Being based in Shanghai, it allows me to have a much more in-depth understanding of the Chinese economy and consumer trends
I base my opinion around the use of median line in patterns and time evolving fibonacci relationships - I am neither long term bear or bull but aim to be on right side of fence on a daily basis
Always bet against my house, please!
Pragmatic,unemotional evaluation and assessment of sectors,commodities and equities.I apply macro-geopolitical trends,market psychology and technical analysis to connect the dots and identify near and future catalysts.